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Vanguard S&P 500 Value ETF

434 hedge funds and large institutions have $2.76B invested in Vanguard S&P 500 Value ETF in 2025 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 161 increasing their positions, 119 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 33

35% more repeat investments, than reductions

Existing positions increased: 161 | Existing positions reduced: 119

10% more capital invested

Capital invested by funds: $2.51B → $2.76B (+$255M)

8% more funds holding in top 10

Funds holding in top 10: 1213 (+1)

3% more funds holding

Funds holding: 421434 (+13)

1.67% more ownership

Funds ownership: 43.93%45.6% (+1.7%)

69% less call options, than puts

Call options by funds: $1.84M | Put options by funds: $5.96M

Holders
434
Holders Change
+13
Holders Change %
+3.09%
% of All Funds
5.28%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.16%
New
51
Increased
161
Reduced
119
Closed
33
Calls
$1.84M
Puts
$5.96M
Net Calls
-$4.12M
Net Calls Change
+$1.73M
Name Holding Trade Value Shares
Change
Change in
Stake
Commonwealth Equity Services
26
Commonwealth Equity Services
Massachusetts
$19.9M -$1.94M -9,587 -9%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$18.5M -$333K -1,646 -2%
BCMLT
28
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.4M -$468K -2,311 -3%
MFG
29
Merit Financial Group
Georgia
$15.5M +$243K +1,202 +2%
LFS
30
Lutz Financial Services
Nebraska
$15.2M -$130K -641 -0.9%
Goldman Sachs
31
Goldman Sachs
New York
$14.6M -$2.04M -10,071 -12%
GLLW
32
Graves Light Lenhart Wealth
Virginia
$13.6M +$595K +2,936 +5%
CCAM
33
Cascades Capital Asset Management
North Carolina
$13.5M -$120K -591 -0.9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$12.9M +$1.14M +5,614 +10%
MOS
35
MGO One Seven
Ohio
$11.2M +$295K +1,459 +3%
CI
36
Conning Inc
Connecticut
$11.1M +$712K +3,514 +7%
RZH
37
Relyea Zuckerberg Hanson
Connecticut
$10.3M +$124K +613 +1%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$10.3M -$2.15M -10,603 -17%
AGP
39
Aspire Growth Partners
Florida
$9.82M +$1.17M +5,801 +14%
Betterment LLC
40
Betterment LLC
New York
$9.63M -$133K -657 -1%
MMA
41
Miracle Mile Advisors
California
$9.45M +$166K +820 +2%
FBT
42
First Bank & Trust
South Dakota
$9.37M
MA
43
Mutual Advisors
Nebraska
$9.16M +$1.96M +9,658 +28%
Stifel Financial
44
Stifel Financial
Missouri
$9.11M +$295K +1,456 +3%
AFA
45
AA Financial Advisors
Ohio
$8.95M -$343K -1,694 -4%
CSP
46
Cary Street Partners
Virginia
$8.92M +$200K +990 +2%
Mariner
47
Mariner
Kansas
$8.82M -$363K -1,793 -4%
BTI
48
Blue Trust Inc
Georgia
$8.77M -$1.39M -6,870 -14%
Wealth Enhancement Advisory Services
49
Wealth Enhancement Advisory Services
Minnesota
$8.7M +$2.64M +13,015 +46%
CWM
50
Connecticut Wealth Management
Connecticut
$8.42M -$5.87K -29 -0.1%